ANGELES WEALTH MANAGEMENT, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$820.8T
Holdings
258
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGKVANGUARD WORLD FD | 348,111 | $90.3T | 11.01% | |
| 2 | VTVANGUARD INTL EQUITY INDEX F | 845,682 | $87.0T | 10.60% | |
| 3 | SPYVSPDR SER TR | 1,337,856 | $62.4T | 7.60% | |
| 4 | VOOVANGUARD INDEX FDS | 142,360 | $62.2T | 7.58% | |
| 5 | VXUSVANGUARD STAR FDS | 1,046,104 | $60.6T | 7.39% | |
| 6 | SUBISHARES TR | 480,109 | $50.6T | 6.17% | |
| 7 | VTVVANGUARD INDEX FDS | 199,990 | $29.9T | 3.64% | |
| 8 | MSFTMICROSOFT CORP | 67,141 | $25.2T | 3.08% | |
| 9 | IXUSISHARES TR | 347,101 | $22.5T | 2.75% | |
| 10 | VGKVANGUARD INTL EQUITY INDEX F | 329,639 | $21.3T | 2.59% | |
| 11 | SPYSPDR S&P 500 ETF TR | 42,616 | $20.3T | 2.47% | |
| 12 | URTHISHARES INC | 144,737 | $19.3T | 2.35% | |
| 13 | AAPLAPPLE INC | 98,408 | $18.9T | 2.31% | |
| 14 | ARESARES MANAGEMENT CORPORATION | 144,223 | $17.2T | 2.09% | |
| 15 | SJNKSPDR SER TR | 659,293 | $16.6T | 2.02% | |
| 16 | BKLNINVESCO EXCH TRADED FD TR II | 654,719 | $13.9T | 1.69% | |
| 17 | SHYISHARES TR | 148,745 | $12.2T | 1.49% | |
| 18 | VTIVANGUARD INDEX FDS | 45,566 | $10.8T | 1.32% | |
| 19 | VGSHVANGUARD SCOTTSDALE FDS | 142,550 | $8.3T | 1.01% | |
| 20 | AMZNAMAZON COM INC | 49,772 | $7.6T | 0.92% | |
| 21 | VUGVANGUARD INDEX FDS | 23,996 | $7.5T | 0.91% | |
| 22 | PFFISHARES TR | 218,456 | $6.8T | 0.83% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 7,752 | $5.1T | 0.62% | |
| 24 | GOOGALPHABET INC | 30,624 | $4.3T | 0.53% | |
| 25 | BACBANK AMERICA CORP | 114,820 | $3.9T | 0.47% | |
| 26 | SHWSHERWIN WILLIAMS CO | 11,981 | $3.7T | 0.46% | |
| 27 | HDHOME DEPOT INC | 9,619 | $3.3T | 0.41% | |
| 28 | NVDANVIDIA CORPORATION | 6,416 | $3.2T | 0.39% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,553 | $2.7T | 0.33% | |
| 30 | MRKMERCK & CO INC | 24,335 | $2.7T | 0.32% | |
| 31 | GOOGLALPHABET INC | 17,990 | $2.5T | 0.31% | |
| 32 | VVISA INC | 9,619 | $2.5T | 0.31% | |
| 33 | IVVISHARES TR | 5,099 | $2.4T | 0.30% | |
| 34 | IWBISHARES TR | 9,230 | $2.4T | 0.29% | |
| 35 | DFUVDIMENSIONAL ETF TRUST | 63,148 | $2.4T | 0.29% | |
| 36 | JNJJOHNSON & JOHNSON | 14,802 | $2.3T | 0.28% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 3,781 | $2.0T | 0.24% | |
| 38 | PEPPEPSICO INC | 11,785 | $2.0T | 0.24% | |
| 39 | LLYELI LILLY & CO | 3,409 | $2.0T | 0.24% | |
| 40 | METAMETA PLATFORMS INC | 5,403 | $1.9T | 0.23% | |
| 41 | AMBPARDAGH METAL PACKAGING S A | 485,135 | $1.9T | 0.23% | |
| 42 | XOMEXXON MOBIL CORP | 18,290 | $1.8T | 0.22% | |
| 43 | CLCOLGATE PALMOLIVE CO | 22,698 | $1.8T | 0.22% | |
| 44 | JPMJPMORGAN CHASE & CO | 10,549 | $1.8T | 0.22% | |
| 45 | MAMASTERCARD INCORPORATED | 3,999 | $1.7T | 0.21% | |
| 46 | IWDISHARES TR | 10,080 | $1.7T | 0.20% | |
| 47 | ISRGINTUITIVE SURGICAL INC | 4,619 | $1.6T | 0.19% | |
| 48 | NKENIKE INC | 14,229 | $1.5T | 0.19% | |
| 49 | MCOMOODYS CORP | 3,835 | $1.5T | 0.18% | |
| 50 | BXBLACKSTONE INC | 11,383 | $1.5T | 0.18% | |
| 51 | NVONOVO-NORDISK A S | 14,126 | $1.5T | 0.18% | |
| 52 | UNPUNION PAC CORP | 5,717 | $1.4T | 0.17% | |
| 53 | ABBVABBVIE INC | 8,771 | $1.4T | 0.17% | |
| 54 | VYMVANGUARD WHITEHALL FDS | 12,120 | $1.4T | 0.16% | |
| 55 | IWFISHARES TR | 4,242 | $1.3T | 0.16% | |
| 56 | VIGVANGUARD SPECIALIZED FUNDS | 7,475 | $1.3T | 0.16% | |
| 57 | AVUSAMERICAN CENTY ETF TR | 15,428 | $1.3T | 0.15% | |
| 58 | PWRQUANTA SVCS INC | 5,785 | $1.2T | 0.15% | |
| 59 | FNDXSCHWAB STRATEGIC TR | 19,218 | $1.2T | 0.15% | |
| 60 | CITCINTAS CORP | 1,962 | $1.2T | 0.14% | |
| 61 | ACWVISHARES INC | 11,657 | $1.2T | 0.14% | |
| 62 | SPYGSPDR SER TR | 17,264 | $1.1T | 0.14% | |
| 63 | NDQINVESCO QQQ TR | 2,679 | $1.1T | 0.13% | |
| 64 | LGIHLGI HOMES INC | 8,163 | $1.1T | 0.13% | |
| 65 | EEMISHARES TR | 24,704 | $993.3B | 0.12% | |
| 66 | CRMSALESFORCE INC | 3,708 | $975.7B | 0.12% | |
| 67 | ACNACCENTURE PLC IRELAND | 2,728 | $957.3B | 0.12% | |
| 68 | COPCONOCOPHILLIPS | 8,164 | $947.6B | 0.12% | |
| 69 | FFORD MTR CO DEL | 77,326 | $942.6B | 0.11% | |
| 70 | USFRWISDOMTREE TR | 18,472 | $928.0B | 0.11% | |
| 71 | IDEVISHARES TR | 13,983 | $890.2B | 0.11% | |
| 72 | CPNGCOUPANG INC | 54,604 | $884.0B | 0.11% | |
| 73 | EFVISHARES TR | 16,964 | $883.8B | 0.11% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 1,643 | $865.0B | 0.11% | |
| 75 | TSLATESLA INC | 3,422 | $850.3B | 0.10% | |
| 76 | XLESELECT SECTOR SPDR TR | 9,957 | $834.8B | 0.10% | |
| 77 | DFICDIMENSIONAL ETF TRUST | 32,267 | $823.8B | 0.10% | |
| 78 | ADBEADOBE INC | 1,379 | $822.7B | 0.10% | |
| 79 | EVREVERCORE INC | 4,793 | $819.8B | 0.10% | |
| 80 | DHRDANAHER CORPORATION | 3,535 | $817.8B | 0.10% | |
| 81 | MCDMCDONALDS CORP | 2,705 | $802.1B | 0.10% | |
| 82 | CVXCHEVRON CORP NEW | 5,361 | $799.6B | 0.10% | |
| 83 | RSGREPUBLIC SVCS INC | 4,818 | $794.5B | 0.10% | |
| 84 | NFLXNETFLIX INC | 1,562 | $760.5B | 0.09% | |
| 85 | LINLINDE PLC | 1,823 | $748.7B | 0.09% | |
| 86 | MSIMOTOROLA SOLUTIONS INC | 2,350 | $735.8B | 0.09% | |
| 87 | IWMISHARES TR | 3,507 | $703.9B | 0.09% | |
| 88 | DISDISNEY WALT CO | 7,745 | $699.3B | 0.09% | |
| 89 | NOWSERVICENOW INC | 977 | $690.2B | 0.08% | |
| 90 | ABTABBOTT LABS | 6,246 | $687.5B | 0.08% | |
| 91 | MDUMDU RES GROUP INC | 33,481 | $662.9B | 0.08% | |
| 92 | KOCOCA COLA CO | 10,884 | $641.4B | 0.08% | |
| 93 | PAGPPLAINS GP HLDGS L P | 39,649 | $632.4B | 0.08% | |
| 94 | PKNREVVITY INC | 5,709 | $624.1B | 0.08% | |
| 95 | QCOMQUALCOMM INC | 4,294 | $621.0B | 0.08% | |
| 96 | CSCOCISCO SYS INC | 12,104 | $611.5B | 0.07% | |
| 97 | BALLBALL CORP | 10,604 | $609.9B | 0.07% | |
| 98 | AMDADVANCED MICRO DEVICES INC | 3,996 | $589.0B | 0.07% | |
| 99 | DFEMDIMENSIONAL ETF TRUST | 23,526 | $587.2B | 0.07% | |
| 100 | IWRISHARES TR | 7,299 | $567.4B | 0.07% |
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